Forward Select Income B
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Map
Phone: 800-999-6809
| Category: | Real Estate | | Fund Family: | Forward Funds | | Net Assets: | 29.20M | | Year-to-Date Return: | 62.96% | | Yield: | 10.40% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-01 |
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Joel S. Beam
Lead Manager since
30-Mar-01 | | | Beam is a portfolio manager responsible for securities investment decisions on behalf of Kensington's portfolios and is the principal responsible for managing the research and trading group. He joined Kensington in 1995 as a senior analyst and began managing portfolios in 1997. He was previously employed by Liquidity Financial Advisors, Inc. |
| Min Initial Investment: | $4,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high current income and long-term growth of capital. The fund invests primarily in real estate securities, including securities issued by real estate investment trusts ("REITs"), master limited partnerships and other real estate companies. Investments in these issuers include preferred stock, convertible preferred stock, debt securities, and other senior securities. It may also invest in common stock, rights or warrants to purchase securities, and limited partnership interests. It is nondiversified. |
| Last Dividend
(29-Sep-09):
| 0.44 | | Last Cap Gain
(14-Dec-06):
| 0.37 | | Annual Holdings Turnover
| 66.41% | | Average for Category:
| 117.78% |
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| Expense | KIFBX | Category
Avg | | Total Expense Ratio: | %
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.79% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $982 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,957 |
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1.27% Nasdaq 
0.04 (0.20%) 
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